WP CAREY INC's ticker is WPC and the CUSIP is 92936U109. A total of 770 filers reported holding WP CAREY INC in Q4 2023. The put-call ratio across all filers is 0.60 and the average weighting 0.1%.
About WP CAREY INC
WP Carey Inc. is a leading global net lease REIT that provides long-term leases to companies across a variety of industries. The company has a diversified portfolio of properties, including office, industrial, warehouse, and retail spaces. WP Carey has a strong track record of delivering consistent returns to its investors, with a focus on generating stable cash flows through its net lease business model.
One of the key strengths of WP Carey is its ability to identify and acquire high-quality properties that are leased to creditworthy tenants. The company has a disciplined approach to underwriting and due diligence, which has helped it to maintain a high occupancy rate and minimize the risk of tenant defaults. WP Carey also has a strong balance sheet, with a conservative leverage ratio and a well-diversified funding base.
In recent years, WP Carey has expanded its global footprint through strategic acquisitions and partnerships. The company has a presence in North America, Europe, and Asia, and is well-positioned to capitalize on the growing demand for net lease properties in these regions. WP Carey has also demonstrated a commitment to sustainability, with a focus on reducing its environmental footprint and promoting social responsibility.
Overall, WP Carey is a well-managed REIT with a proven track record of delivering consistent returns to its investors. With a diversified portfolio of high-quality properties and a disciplined approach to underwriting, the company is well-positioned to continue generating stable cash flows and creating long-term value for its shareholders.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,923,430 | -20.4% | 53,105 | -18.4% | 0.01% | -22.2% |
Q1 2024 | $3,672,551 | -19.6% | 65,070 | -7.6% | 0.01% | -25.0% |
Q4 2023 | $4,565,800 | +11.6% | 70,449 | -6.8% | 0.01% | 0.0% |
Q3 2023 | $4,089,800 | -17.9% | 75,625 | +2.6% | 0.01% | -14.3% |
Q2 2023 | $4,981,874 | +1.4% | 73,740 | +16.2% | 0.01% | 0.0% |
Q1 2023 | $4,914,357 | +2.9% | 63,452 | +3.8% | 0.01% | -6.7% |
Q4 2022 | $4,775,278 | +14.9% | 61,104 | +2.6% | 0.02% | +15.4% |
Q3 2022 | $4,156,000 | -38.6% | 59,540 | -27.2% | 0.01% | -38.1% |
Q2 2022 | $6,772,000 | -62.5% | 81,732 | -63.4% | 0.02% | -53.3% |
Q1 2022 | $18,060,000 | +285.5% | 223,400 | +291.2% | 0.04% | +275.0% |
Q4 2021 | $4,685,000 | +21.2% | 57,100 | +7.9% | 0.01% | 0.0% |
Q3 2021 | $3,864,000 | -57.4% | 52,900 | -56.5% | 0.01% | -53.8% |
Q2 2021 | $9,081,000 | +123.2% | 121,700 | +111.7% | 0.03% | +100.0% |
Q1 2021 | $4,069,000 | +45.2% | 57,500 | +44.8% | 0.01% | +62.5% |
Q4 2020 | $2,802,000 | -9.3% | 39,700 | -16.2% | 0.01% | -27.3% |
Q3 2020 | $3,089,000 | -0.7% | 47,400 | +3.0% | 0.01% | 0.0% |
Q2 2020 | $3,112,000 | +24.6% | 46,000 | +7.0% | 0.01% | 0.0% |
Q1 2020 | $2,497,000 | +5845.2% | 43,000 | +8090.5% | 0.01% | – |
Q4 2019 | $42,000 | -10.6% | 525 | 0.0% | 0.00% | – |
Q3 2019 | $47,000 | +9.3% | 525 | 0.0% | 0.00% | – |
Q2 2019 | $43,000 | -84.9% | 525 | -85.5% | 0.00% | -100.0% |
Q1 2019 | $284,000 | -75.4% | 3,625 | -79.5% | 0.00% | -83.3% |
Q4 2018 | $1,154,000 | – | 17,663 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Rock Point Advisors, LLC | 125,724 | $7,794,000 | 3.84% |
Gruss & Co., LLC | 50,277 | $3,117,000 | 3.15% |
PRING TURNER CAPITAL GROUP INC | 34,125 | $2,115,000 | 2.20% |
RPg Family Wealth Advisory, LLC | 41,085 | $2,546,859,000 | 2.09% |
KARPAS STRATEGIES, LLC | 75,450 | $4,677,000 | 2.03% |
Seneca House Advisors | 37,423 | $2,320,000 | 1.94% |
A. D. Beadell Investment Counsel, Inc. | 36,296 | $2,250,000 | 1.94% |
NORTHSTAR INVESTMENT ADVISORS LLC | 147,785 | $9,161,000 | 1.94% |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 77,594 | $4,810,024,000 | 1.89% |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 310,288 | $19,235,000 | 1.87% |